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Calix, Inc

CALX
Exchange
NYSE
Industry
Communications Services, NEC
SEC CIK
0001406666

In the last 90 days, Calix, Inc insiders filed 0 open-market purchases and 1 sale; 287 institutions reported holding it in 13F filings for Q2 2026, worth $2.27B in total; no superinvestor holds it.

Q4 2023 vs. Q3 2023

How the institutions holding Calix, Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of CALX: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2772263−12
Shares54.6M11.8K56.7M+2.17M (+4.0%)
Value$2.51B$540.9K$2.48B−$28.6M (−1.1%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Calix, Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to CALX in Q4 2023
InstitutionSharesValue% of portfolio
Artemis Investment Management LLP415,783$18.2M0.27%
Cinctive Capital Management LP164,228$7.18M0.50%
DC Investments Management, LLC142,705$6.23M6.34%
OV Management LLC120,000$5.24M4.33%
Rockefeller Capital Management L.P.116,028$5.07M0.02%
Campbell & CO Investment Adviser LLC41,854$1.83M0.16%
American Century Companies Inc17,182$750.7K0.00%
Twinbeech Capital LP17,100$747.1K0.01%
Semanteon Capital Management, LP17,007$743.0K0.50%
Brevan Howard Capital Management LP11,939$521.6K0.05%
PEAK6 Investments LLC11,625$507.9K0.02%
Prelude Capital Management, LLC8,423$368.0K0.03%
Keebeck Alpha, LP7,935$346.7K0.27%
Centiva Capital, LP7,791$340.4K0.02%
Harbour Capital Advisors, LLC6,875$304.2K0.08%
JustInvest LLC6,097$266.4K0.01%
DFPG Investments, LLC5,885$260.4K0.02%
Private Advisor Group, LLC5,668$247.6K0.00%
Mirabella Financial Services LLP5,254$229.6K0.03%
ExodusPoint Capital Management, LP4,621$202.0K0.00%
Handelsinvest Investeringsforvaltning3,258$142.0K0.06%
Principal Securities, Inc.551$24.1K0.00%
Johnson Financial Group, Inc.233$10.2K0.00%
Cutler Group LP208$9.00K0.00%
GAMMA Investing LLC73$2.42K0.00%
EntryPoint Capital, LLC41$1.79K0.00%
Main Street Group, LTD27$1.18K0.00%
DiNuzzo Private Wealth, Inc.5$2190.00%
Advisory Services Network, LLC3$1310.00%

Sold out (41)

Institutions that held Calix, Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of CALX in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Ophir Asset Management Pty Ltd587,869$26.9M
Intrinsic Edge Capital Management LLC516,338$23.7M
RK Capital Management, LLC315,400$14.5M
Granite Investment Partners, LLC293,532$13.5M
Picton Mahoney Asset Management224,869$10.3M
Thornburg Investment Management Inc141,680$6.50M
Cubist Systematic Strategies, LLC116,547$5.34M
Summit Partners Public Asset Management, LLC104,000$4.77M
Lord, Abbett & Co. LLC90,903$4.17M
Millrace Asset Group, Inc.49,713$2.28M
Gsa Capital Partners LLP33,939$1.56M
Empowered Funds, LLC33,795$1.55M
Schonfeld Strategic Advisors LLC31,835$1.46M
Quantbot Technologies LP25,992$1.19M
Atom Investors LP25,552$1.17M
Summit Global Investments24,915$1.14M
Chartwell Investment Partners, LLC23,620$1.08M
Occudo Quantitative Strategies LP22,531$1.03M
Formula Growth Ltd20,000$916.8K
Teacher Retirement System of Texas18,709$858.0K
Oak Associates, Ltd15,293$701.0K
Verition Fund Management LLC13,039$597.7K
Woodline Partners LP11,583$531.0K
Shay Capital LLC10,000$458.4K
Point72 Middle East FZE9,686$444.0K
Raymond James Financial Services Advisors, Inc.8,889$407.5K
Bayesian Capital Management, LP7,442$341.1K
Simplex Trading, LLC6,843$313.0K
XTX Topco Ltd6,710$307.6K
Lloyd Advisory Services, LLC.6,155$282.1K
Calamos Advisors LLC6,149$281.9K
Baker Tilly Wealth Management, LLC4,394$201.4K
Acadian Asset Management LLC4,140$188.0K
Kayne Anderson Rudnick Investment Management LLC1,531$70.2K
Cary Street Partner Investment Advisory LLC225$10.3K
Macroview Investment Management LLC89$4.08K
Householder Group Estate & Retirement Specialist, LLC85$3.90K
Bessemer Group Inc64$3.00K
Sunbelt Securities, Inc.31$1.42K
Legacy Financial Group LLC25$1.15K
Valley National Advisers Inc15$1.00K

Not filed for Q4 2023 yet (2)

Institutions that held Calix, Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CALX in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al11,800$540.9K
Steward Financial Group LLC20$0